Strategies are updated each week by 12:00-noon (EST) on Sunday. We will announce any unexpected delays.
ETF trades should be filled at mid-day on Monday (Tuesday if Monday is a holiday).

Systematically avoid market downturns to get exceptionally high performance from your investments!

Performance: The ETFOptimize Investment Strategies utilize passive, index-based Exchange Traded Funds (ETFs), but then add a slight bit of trading activity (an average of just three trades per year) to optimize a portfolio's holdings for changes in economic and market conditions. Each strategy is designed to consistently anticipate stock-market directional changes... (continue reading)

ETFOptimize Investment Strategy Suite

How to select a strategy that's right for you: The ETFOptimize strategies provide you with a nearly foolproof way to invest over the coming decades with dramatically reduced risk and exceptionally high returns. However, there is a significant, overriding factor that can determine your long-term investing success – and for this reason, the strategy you choose is crucial to your success. That's why we use a well-regarded measure of a strategy's... (to continue reading about strategy selection, click the link below).

We're Adding More Strategies Soon!

NOTE:"Annual Annual Max Drawdown" (AAMDD) is the maximum drawdown for each year since inception, July 1 to June 30 each year, averaged across the number of years since the model's inception. This measure offers a better estimate of what a subscriber can expect for the model's worst drawdown in any given year – rather than an unusual, worst-case scenario in a single incident that may last a week or two and never repeats. For complete transparency, each strategy profile page also provides the strategy's one-time MDD in addition to the AAMDD.

For example, in 2008-2009, the SPDR S&P 500 ETF dropped by -56% over 18 months, recording the worst selloff since the Great Depression (75 years prior) and requiring more than five years for buy-and-hold investors to get back to even. Meanwhile, none of our systematic investment strategies lost a penny. Instead, they all at least doubled their principal, and the average performance was a 300% return in that time. Meanwhile, the S&P 500 gained 0% – that's five long years when investors had 'dead money,' and were struggling to get back to break-even.

Investors using the ETFOptimize Quantitative Strategies can virtually eliminate those devastating selloffs – and most of a strategies turn those events into profit-making opportunities. Our models have an Average Annual Max Drawdown (AAMDD) since inception of just -11.07%, which is a 20.46% improvement over the AAMDD of a buy-and-hold of the S&P 500 ETF (SPY).

The Risk-Adjusted Return notation is based on the Sortino Ratio, which more accurately utilizes downside volatility as a proxy for an investment's risk. Few investors ever complain about upside performance being risky. See each strategy's Profile Page for further information.

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Since 1998, providing individual investors and investment advisors with high-performance investment strategies, available by subscription and accompanied by actionable, Wall Street-caliber research and analysis.